Approval Management

In web2expense TE (w2e TE) there are two basic types of documents, namely Travel Authorization Request (TAR) and Expense Report (ER). Both documents can be managed using built-in approval managementfunctionality.

Following steps are required when configuring approval management functionality:

1. Setting up users with proper roles. There are three approver roles built into the system.
   1. Manager Role – Manager Approvers can approve or reject TAR and ER document if these documents are within their approval limits.
   2. Executive Role – Executives are manager approvers with very high approval limits. If a document’s total amount exceeds all the approvers’ approving limits before them the system directs the document to executives for approval.
   3. Accounts Payable Manager Role – AP Managers are the final approvers both for TARand ER documents. When TAR document approved by an AP Manager the employee gets their final approval for travel. Final approval for an ER document triggers a payment event.
2. Identifying users as approvers. In w2e TE a manager, executive and AP Manager Role assignments require an explicit approver assignment.
3. Designing and configuring workflows with approval limits.
4. Designing and configuring an organizational hierarchy.
5. Assigning employees and projects to organization groups.
6. Designing and configuring a customer hierarchy.
7. Creating projects for customers and assigning organization groups who can create expense reportsfor that project.

Approval management is one of the most powerful aspects of w2e TE, and it is available in at no additional cost. Your employees, managers, accounting department and executives can benefit from our paperless expense reporting process by saving time and money for your company.

For more information or to schedule an online demonstration you can contact us at 1-866-WEB2EXPENSE or visit our website.